Products
Clio Data Cleanup
Early accessFor firms where the contact list has gotten out of hand.
Scans your contacts for duplicates and near-matches. Not just exact name matches. Typos, initials, entries from different staff all get caught.
Groups everything related so you can see the full picture before touching anything. What matters are linked. Which ones conflict. Where things will break if you merge wrong.
Then steps you through it one group at a time. You pick what to keep. Nothing merges automatically.
Works on real data. That means messy data. That's the whole point.
- Duplicate and near-match detection
- Relationship mapping before any changes
- Step-by-step merge review
- Safe by default. Destructive only if you confirm it.
Order + Communication System
Built for a real business that needed to stop yelling across the room.
Orders come in. Staff sees what is happening. Customers get updates without someone having to manage it manually.
- Live order view so nothing gets lost
- Clear status so staff knows what is next
- Automatic texts when things change
- Simple status page customers can check themselves
This system is running in production and available as a paid implementation.